Teamwork Desk Better Proposals

Generate formal documentation templates for breached support SLAs

When an SLA is breached in Teamwork Desk, automatically create a document from a template in Better Proposals to begin an incident review.

Try:

See all Teamwork Desk + Better Proposals integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Teamwork Desk Explore Teamwork Desk →

Triggers
New ticket or conversation

Fires when a new support ticket or chat conversation starts in Teamwork Desk.

Ticket status changed

Fires when a ticket's status changes in Teamwork Desk.

Ticket assigned

Fires when a ticket in Teamwork Desk is assigned to an agent.

SLA breached

Fires when a ticket in Teamwork Desk breaches its response SLA.

Actions
Create ticket

Creates a new ticket in Teamwork Desk.

Update ticket status

Updates a ticket's status in Teamwork Desk.

Assign ticket

Assigns a ticket in Teamwork Desk to an agent.

Reply to a ticket or chat

Posts a reply or internal note on a ticket or conversation in Teamwork Desk.

Better Proposals Explore Better Proposals →

Triggers
New note created

Fires when a new note or document is created in Better Proposals.

Note updated

Fires when an existing note or document changes in Better Proposals.

Document viewed or shared

Fires when a document in Better Proposals is viewed or shared with someone.

Actions
Create a document from a template

Generates a new document in Better Proposals from a saved template.

Create or append to a note

Creates a note in Better Proposals or adds text to an existing one.

Convert a document to PDF

Converts a file in Better Proposals to PDF.

Publish or share a document

Publishes a document from Better Proposals or shares it by link.

Append client meeting notes when support tickets are created When a new ticket is created in Teamwork Desk, automatically create or append to a note in Better Proposals to capture contextual details for team documentation. See details
Post comments on support tickets when contracts are sent When a document is sent for signature in Better Proposals, automatically add a ticket comment in Teamwork Desk so support agents know a contract was issued. See details

See all Teamwork Desk + Better Proposals integrations →  ·  Browse the full workflow library →

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA
FAQ

Common questions

Can Knit build “Generate formal documentation templates for breached support SLAs” between Teamwork Desk and Better Proposals?

Yes — describe it in the box above and Knit's Integrations Agent researches Teamwork Desk and Better Proposals's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can support tickets in Teamwork Desk generate documentation in Better Proposals?

Yes, key ticket activity or status changes in Teamwork Desk can automatically create new notes or documents from templates in Better Proposals.

How are signed documents linked to help desk tickets?

When a signature flow completes in Better Proposals, you can automatically add a ticket comment or update status in Teamwork Desk to keep agents informed.

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human